Adding Discounts to invoices
You can add discounts to your invoices, easily offering customers a fixed amount or percentage off their total bill!
Discounts on invoices are available in two ways:
1. As a new inventory item
For the first method, you'll start by creating a new inventory item. In this example, we're including the word "Discount" in the name to make it easy to remember.
To offer a fixed discount amount
, select "Discount - Amount" and then enter the amount into the "Price" field. It should look like this:To enter a percentage discount, select "Discount - Percent" and then enter the percentage into the "Percent Discount" field. It should look like this:
Once your inventory item is created, just add it as a line item to an estimate/invoice, and the discount will be applied!
Apply a Discount amount on an invoice:
Discount percentage on an invoice:
2. Apply discount as a direct application onto the line item in an invoice.
For the second method, you'll start by creating an invoice or opening an existing invoice.
To apply a fixed discount amount, select the drop-down arrow next to the entered line item. Then enter the discount amount in the "Discount $" field as shown here:
To enter a percentage discount, type the percent amount in the "Discount %" field. As shown below: